NEW FEATURE REQUEST

Data Tools

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Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
over 1 year ago in Import 1 Not Prioritized

Bulk update interaction purposes

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
over 1 year ago in Bulk Update 1 Not Prioritized

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
about 1 year ago in Import 0 Not Prioritized

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
about 2 years ago in Bulk Delete 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
about 3 years ago in Import 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
over 1 year ago in Constituents / Import / Search 0 Not Prioritized

Bulk update converting donations to pledge payments

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments
over 1 year ago in Bulk Update 0 Not Prioritized

Save bulk delete list criteria & list of what data will be deleted

Please create the function to both save the criteria used in mass deletes, and also add the option to export the mass delete report with customizable output columns before or after deleting.
over 2 years ago in Bulk Delete 0 Not Prioritized

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
over 2 years ago in Merge Duplicates 2 Not Prioritized

Import split payments

Currently split payment transactions cannot be imported using Bloomerang Data Tools. This forces all split payment transactions to be input one at a time by hand which is painstakingly time consuming. Please make it possible to import split payments.
over 2 years ago in Import 1 Not Prioritized